William Lee

William Lee is an Associate at Vaughan Nelson Investment Management in Houston, Texas, where he specializes in U.S. equity research and financial analysis. His responsibilities include supporting senior analysts and portfolio managers through fundamental research, financial modeling, and industry analysis, focusing on sectors such as energy, industrials, materials, and information technology as part of Vaughan Nelson’s value-oriented investment strategies.

William’s career began with internships in wealth management at Evercore Wealth Management and private equity at CPMG, Inc., where he developed experience in investment analysis, due diligence, and client service. He previously served as a SELECT Team Equity Analyst at Vaughan Nelson, furthering his practical expertise in equity evaluation and market research.

He holds a Bachelor of Arts in Economics with a minor in Business from Vanderbilt University and completed a semester abroad at the CIEE Global Institute in Madrid, Spain. William’s rigorous academic background and diverse internship experience underpin his analytical skillset and dedication to delivering insightful investment recommendations across multiple public equity sectors.